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Leads search

Effective Leads Search

The ability to manage a lead after it is created and assigned is critical. A good search tool can help you to do this.

Leads can be extracted on a variety of criteria to manage the lead pool effectively. For example, you can plan a Sales Rep’s travel by grouping all leads from a suburb. You can reassign a set of leads to another Sales Rep plus identify leads from a campaign/source, as well as reconciling payments to lead generators.

There are a variety of search criteria available which helps you to search by,

  • Customer details (name, postcode, city/suburb)
  • Lead details (status, assigned to, created by, type)
  • A range of date based search options (creation date, appointment date and assigned date)

Identifying the source of leads is critical

Tracking the source of a lead is an important business analysis function. By tracking leads from their source, you can maximize return on investment with lead generation plans. Solar eCRM allows you to efficiently manage the leads in the database and evaluate which source does well and which source needs more scrutiny.

The best part of Solar eCRM is you may customize field sets. For example you can add your own source names and similar options to a lead.

Know your Leads conversion ratio

Solar eCRM includes multiple lead status indicators such as New, Assigned, Dead and Sale. You may modify, customize and expand upon the default terms for lead status. These status indicators allow lead managers to track leads when they are converted to sales in the quotes builder module.

  • Lead conversion review
    You can review your leads conversion by filtering the leads based on lead status in the smart search section.
  • Transfer to quote function
    This is a special option specifically designed for Sales Reps. When a customer asks for a quote, the Sales Rep can view the lead and create a quote directly in one single click.

This option saves lots of time for the Sales Rep by avoiding the need to key in all customer details into the quote builder and eliminating errors at the same time.

Here is what our happy customers want to say

Exceptional reporting in easy, access to latest info at your fingertips.

Imminent Solar Pvt Ltd, Belgaum, Karnataka
Here is what our happy customers want to say

It is a must have software for this new age of solar where it is becoming more and more of a commodity.

Infinergy Power Pvt Ltd, Bangalore, Karnataka
Here is what our happy customers want to say

Adds tremendous value in automation and ease of running a successful solar company.  A fresh entrant in solar business can begin sending professional quotes with all the ROI figures at a push of a button. 

Solar-Apps, Bangalore, Karnataka
Here is what our happy customers want to say

It’s an exclusive software for solar companies which can easily send professional quotations. Only software where in we can customize it as per our process.

MI Solar Pvt Ltd, Baroda, Gujarat
Here is what our happy customers want to say

Suits our requirements, software that we always needed to streamline our process.

Kwatt Solutions Pvt Ltd, IIT Bombay, Mumbai
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